Pension Parameters Financial Services, Inc.

Overview

Pension Parameters Financial Services, Inc. is a New Jersey–registered corporate advisory firm that serves both individual/family and institutional clients. The firm is owned by an individual and bills clients on a percentage-of-AUM basis. Its stated advisory activities include portfolio management for individuals and small businesses and pension consulting services. The firm reports it is not a multi-state adviser and does not identify as an active ESG investor. Pension Parameters is classified as unclassified in the snapshot data and is not identified as a capital allocator or a related adviser. Its operating footprint and service mix suggest a focus on fee-based discretionary relationship management executed via pooled and packaged public funds rather than direct alternative-manager allocations.

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